Member Info for elrico

https://twitter.com/LEMMINGINVESTOR/status/1541863180879757312 :)

Clio,

I am unsure what is going on over at "mumsnet" but you can be sure I am staying in my corner! :)

Ref IR https://www.skinbiotherapeutics.com/contactus/ HAS A CONTACT FORM
Also, in@skinbiotherapeutics.com

I have also previously said I am willing to approach the company on anyone's behalf, paid members or not. Just email me at lemming investor @ yahoo .com

You never know, I may already have the answer? If not, I'll ask.

Judging from the one side of the conversation, there remains the less than subtle agenda against my work, and IR has been dragged into the debate.

Ref IR. I have sent plenty of queries to many IR to understand better and protect my investments. Unfortunately, I do not always get a response, which has not changed in recent years. I used to assume I was asking dumb questions, or the answers were in the Company reports, etc. The fact is, IR can get swamped with inquiries from 1000s of investors from just one of their clients. Unfortunately, they usually have dozens of clients with limited resources, and I guess some emails slip through or end up in junk boxes as fodder.

I am always happy to pass on a genuine question to any Company I cover; if I do not know, then answer. You do not need to be a paid-up member. I have asked questions for free registered members. I am not interested in keeping information for myself or just for paid-up members, but they are my priority, as they will see me this weekend. :)

A little more work is needed, but I am greatly encouraged if accurate.

Nick and two others have an agenda against me, just as some do against TW. So we have to suffer them or filter them. Let them play their games. It has not worked! They know what I mean!

Ever seen a yoghurt with a??cholesterol lowering ? claim based on a probiotic?

Well here it is: Colonial - Granja Pocha in Uruguay has launched a yoghurt with a cholesterol lowering health claim under the brand Yo-Life®. It is the first launch ever of a food product containing our ProBiotix’ patented cholesterol reducing Lactobacillus Plantarum strain (LPLDL®).

LPLDL® has been extensively studied over past years and has six publications on its mechanisms of action and three peer reviewed publications demonstrating:
??Total Cholesterol ? 34.6%
??LDL ? 28.4%
??apoB ? 28.6%
(apoB is an important biomarker of atherosclerosis)

The addition of LPLDL® to yoghurt does not change its taste or texture, nor does it affect its shelf life. LPLDL® is active in just milligram amounts which compares favourably to stanols or sterols which typically require doses of 2 gram.

Please join me in ??congratulating??the teams at Colonial - Granja Pocha, our partner CSL / Sacco srl and OptiBiotix Health Plc with this fantastic achievement. Well done to all involved!

Interested for your food or supplement brand - simply drop me or Mikkel Hvid-Hansen a line or come by our booth at the Institute of Food Technologists (IFT) exhibition in Chicago July 10-13.
https://www.linkedin.com/posts/ren%C3%A9-kamminga-3046823_hearthealth-atherosclerosis-cholesterol-activity-6944940502441979904-ynAv/

Isn't Clasado headed by Per. A rival probiotic Company.

No worries, mate.

I guess your Porche doesn't have AI guidance. Thankfully, I have become more sentinel with time and helpful with it.

Here yeah, go, dude. https://www.lse.co.uk/ShareChat.asp?ShareTicker=SBTX&share=Skinbiotherap :)

Toying,

Are you asking for directions? :)

Aquae,

Who knows, perhaps SOH was setting me up for a shock, surprise with a SweetBiotix in a can on the shelves in a store near us all very soon. I am relaying what he said in a conversation, which went something like... I was expressing my concerns the company was being set up to disappoint investors if no SweetBiotix news arrived before Christmas. I have seen this before. By easter by Christmas, then easter and Christmas again? We still wait three years hence! I stress this was not SOH's timeline and not mine!

There was talk of at "least one deal (SweetBiotix) by Christmas 2021, possibly two. Again, I stress this was not SOH but an influential investor that has SOH ear from time to time. I am not suggesting the investors were pumping, stretching the truth, or had inside info. I know SOH does not pass off inside info. He never did with me, so I have no reason to suggest otherwise. On the timeline, SOH "said it would likely be another twelve + months before a consumer product was available. Citing investors do not appreciate the complexities. It is not just about shelflife tests; there are logistics, temperature issues, etc." Like you, I assumed this was all part of the testing process.

OPTI is another six months on, and no sign of SweetBiotix. Big corps have their timeline and order of business, and small caps, like OPTI and SBTX, etc., have to two the line and be patient.

As for Microbiome Modulators - huge, significant potential for sure; however, I know I have been talking about this for about three years. We learn new innovative science that takes time to adopt. We have seen this with LP-LDL, SlimBiome, and SweetBiotix. I doubt Microbiome Modulators will be any different.

Ref SBTX funding. It would be foolish to claim it will never be a requirement. All we know is that the SBTX board is frugal with funds. Logic suggests that even if there were a raise of £3m, it would hardly be a significant dilution in the grand scheme. IMHO, if there were to be one, it would almost certainly be to fast-track in-house brands to market - say shampoos, cosmetics, etc. If SBTX had an agreement with retail for stock, any sane investor would scream raise - then ask how many new shares they can have?

I could be wrong. But I suspect the oral care partnership (assuming it develops) may be one of those deals that brokers an upfront and or milestone payment. AxisBiotix sales are increasing, as are retention rates, and Croda royalties from a range of VIPs, and possible a wide range of cosmetics for antiaging and likely other skincare products if the enhanced formula proves exciting on full scaleup.

Aquae,

I do not believe SBTX needs the "scale-up" volume to generate revenues. The scale-up has to 20,000 litres (from memory), which is a more strategic value for the global option for Sederma clients outside the initial VIP. I understand these VIP clients are already using the early batches produced, which are more than sufficient. However, we now learn about the scaling-up process from 200 to 600 litres (from memory), which has significantly enhanced the properties.

29 March
"Through the collaboration, Sederma continues to identify additional potential scientific and marketing claims for the end ingredient. In parallel to the manufacturing scale-up process that Croda is progressing at its facility near Widnes, Sederma is continuing its lab work to SUBSTANTIATE ANY ADDITIONAL CLAIMS FURTHER."

I believe this to be highly significant. Stuart explains it adds value to the lysate and, therefore, revenues. I expect to learn more about these claims and potential alternative revenues over and beyond antiaging cosmetics.

"Croda has engaged with its VIP clients, and management continues to anticipate licensed royalty revenue generation by the end of 2022."

I may be proven wrong, but I do not sense SBTX needs to raise capital for its existing projects or business strategy. Moreover, we have previously been told there are other projects under negotiation which could yield up-front and milestone payments. But, of course, we don't know if any up-front or milestone will be five, six or seven figures?

Whatever happens with SweetBiotix, and I believe it will be material, I am confident any consumer-facing product is at least 12-18 months away from the RNS OPTI has a consumer-facing partner. That is what SOH indicated to me before Christmas. This means SBTX is well ahead in this crucial play.

Mol,

On its face, OPTI looks cheap, with an incredible 20% of SBTX assets on the books. However, the markets are saying quite a lot if we listen.

The questions the market has. Will OPTI sell more of SBTX for WC, or will it be able to stand on its own? My guess is OPTI should not need to sell more SBTX.

IMHO, the market is not so fascinated with the weight-management side of the business in its present form. However, this could change dramatically if SlimBiome became a must-have ingredient in everyday products like cereals, bread, dairy and ice cream. And yes, SweetBiotix could be the game-changer that rerates OPTI.

SBTX is likely to see movement on its versions of SweetBiotix with significant developments with the lysate in various cosmetics. So essentially, the SBTX lysate is in the phase we hoped OPTI would be in with SweetBiotix.

SweetBiotix has x big corp x2 or x3 developing a consumer-facing product, which appears to be just as far off on the horizon as it was in August 2018 when we dared to get excited.

The SBTX lysate is expected to be generating revenues this year hence why the market cap looks bonkers.

Nick must be one of the privileged few I have filtered. :)

The usual format is I collate questions I know investors want to ask. Many of these arrive in my inbox; others I cherry-pick from the forums if I don't know the answer.

From my experience, IR is bombarded with many queries from investors in many companies. As a result, swamped is often limited to what they can say, and some are more helpful than others. That said, they do vet questions to put on the board because many are inside in nature or already in the public domain.

I have done precisely that. I have a general rule. If someone ignores questions put to them, as I did three times with Oleric, and he adopts a deflection tactic, like a poor man's politician, I filter them. Why? Because it is a sign, they seek to control the narrative and agenda. In his case, he also insults me in most of his posts and also insults my members out of spite. The net result is noise, not intelligent discussion. I will not waste what time I have on circular waffle and accusations I am abusing, not while his abuse is perfectly acceptable.

Allegations of bias, again, they ignore their preference with the corps they are invested in. It is never a ramp! Odd, isn't it.

Sorry, Oleric, kreature, or whoever you are. I gave you several chances yesterday and even pushed the interview out for free - not even a thank you! :) But, instead, you continue with your abuse. You are consigned to the naughty step. I will not be reading your baiting diatribe anymore.

https://www.youtube.com/watch?v=yRQN4Ur88pw

Oleric,

It is a shame you ducked; "I will make you a deal. Please explain why you want specific information from me but complain about my work and contributions? Do you see the hypocrisy of your position?"

We might have gotten somewhere if you were not deflected with slurs and insults you describe as the intellectual debate. But, instead, all you are doing is creating noise, and I am contributing to it in the deluded moment I think I may get somewhere with you. But I know; I never learn.

Insulting members as sycophants is to be expected from people such as you.

Oleric,
Please make up your mind!!! You whine about my contributions by calling them "over promotions" and, in the same post, request specific explanations contained in the latest preamble to the interview. Twice today, I may add.

The RNS comment: Mike's observation was proven by your comment. "I often note the inability of investors generally not to read or understand an RNS fully."

However, in your defence, you are not privy to interview content to which Mike is referring to. "that it is not aware of any material commercial or operational reason that may be the cause", which paints a slightly different picture than they do know of a reason outside of commercial or operational reasons. This point was brought home well by Elric.

Are you keeping tabs on the headcount at Lemming Investor and Small Company Champion?

As for the sales order explanation...I fear an over-promote, so I'll decline for the moment.

I will make you a deal. Please explain why you want specific information from me but complain about my work and contributions? Do you see the hypocrisy of your position?

I feel I need to consign you back to the filter along with Ody!

Oleric,
"I am correct, and I usually am" should have been your opening line. But, instead, it's priceless because it demonstrates you have no self-awareness of your folly! But can't read an RNS - A point my partner made and Oleric eagerly proved)

How many subscribers do I have? Way north of your guess - four digits is about all I am prepared to say—your wrong-think clouds your judgement. Allow me to explain. Regardless of subscription numbers, there is an inexcusable fact that each time I have produced an interview with Stuart, the market has well received it. Stuart noted this last year. Many of my subscribers are wealthy and can move the SP up or down.

If you were paying attention (likely not), yesterday I hinted at an interview. First, check the time stamp, then check the buys!

Best part. He is registered to lemming investor as a free sub, so, therefore, values whatever material access he has! I bet he runs the bus to pick up the Metro paper and legs it off before fare request. :)

Elric is not a tipster; Tom is.

That's YE 21 cash, not at the bank today, which I firmly believe is at least £22m.

So, what you are saying, when the board says it has recognised 100% of the FY 2022 forecast, they are liars? Moreover, supported by the broker and NOMAD!

ORPH passed the £50m booked sales for 2022 some time ago. Moreover, Mo also said they have a pipeline of £75m under negotiations. I think we have had c£30m since his March statement.

I am not privy to TW/SA email or TW's poetic license of its content. However, Stuart referenced where the Company was when investors were buying in the high 70s and where it is now, clearly suggesting it is far healthier and has better prospects. A CEO's role is to remind investors and potential investors of the same. That said, sometimes a CEO is not the best person to judge; there is evidence of this throughout history.

You mention OPTI - SOH once said, "now is not the time to be top-slicing." A reference to TW was advising his subs to top-slice. So TW was correct, SOH was wrong, and I was for supporting SOH.

A naysays voice always has a period of being correct, and this is because no share goes up and stays up. Over on the AD site, the vocal minority only boosted by multiple pseudonyms controlled by one or two accounts were wrong from 5P to 75p. If I was to visit the thread after months of ignoring it, I bet the same trolls; naysayers will be saying the same and claiming victory now as a three-bagger.

It is a long-term strategy and the successful execution that matters, not a few weeks or months. This should only concern traders and people needing cash to cover increased living expenditure, etc.